See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,018,911 | $181,894+460.2% | $156,549+550.9% | $273,961+271.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.71% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $23,158 | $6,248+270.6% | $5,501+321.0% | $4,869+375.6% |
| Participant deferral / active EE | $21,000 | $5,550+278.4% | $4,871+331.1% | $5,287+297.2% |
| Admin fee / account holder | $36,625 | $15,559+135.4% | $13,027+181.1% | $10,132+261.5% |